Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,469 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,801 | $50,175+314.1% | $99,443+109.0% | $65,185+218.8% |
| Participation rate | 96.0% | 68.4%+27.6pp | 73.8%+22.2pp | 70.2%+25.8pp |
| Annual return | 31.55% | 25.36%+6.2pp | 30.72%+0.8pp | 29.38%+2.2pp |
| Employer contribution / active EE | $6,847 | $1,496+357.7% | $2,540+169.6% | $2,177+214.6% |
| Participant deferral / active EE | $4,727 | $2,748+72.0% | $3,619+30.6% | $3,514+34.5% |
| Admin fee / account holder | -$165 | $398-141.5% | $6,250-102.6% | $847-119.5% |